CA1093425A

CA1093425A - Counterbalance valve

Info

Publication number: CA1093425A
Application number: CA329,581A
Authority: CA
Inventors: Constantine Kosarzecki
Original assignee: Modular Controls Corp
Current assignee: Modular Controls Corp
Priority date: 1978-07-27
Filing date: 1979-06-12
Publication date: 1981-01-13
Also published as: JPS5520987A; EP0007712B1; DE2964528D1; JPS6145103B2; EP0007712A1; US4223693A

Abstract

Abstract of the Disclosure A counterbalance valve assembly for use in a hydraulic system of the type including a hydraulic cylinder for raising and lowering a load provides gradual and con-tinuous exhaustion of hydraulic fluid from the cylin-der to facilitate smooth lowering of the load. The assembly includes a counterbalance valve having an outer barrel and an inner barrel forming an annular channel therebetween through which the exhausted fluid passes. The outer barrel includes an inner valve seat and the inner barrel includes an outer re-lief valve surface which engages in the annular chan-nel to form a relief valve. The inner barrel is movable in a linear direction within the outer barrel for opening and closing the relief valve as the load is lowered. To avoid abrupt changes in the exhausted cylinder fluid flow rate, and thus to avoid abrupt variations in the load lowering rate, the relief valve surface has a long tapered configuration rendering the exhausted fluid flow rate less sensitive to inner barrel movement. Additionally, the inner barrel in-cludes a flange of slightly less dimension than the inner diameter dimension of the outer barrel re-sulting in an annular space therebetween. Fluid is therefore allowed to fill an outer barrel chamber opposite the inner barrel forming a dashpot means for dampening inner barrel movement. As a result, the long tapered relief valve surface and the valve dashpot are operative individually and collectively to avoid abrupt closure of the relif valve for pro-viding gradual and continuous exhaustion of the cylin-der fluid and thus gradual and continuous lowering of the load

Description

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COUNTERBALANCE VALVE
Background of the Invention The present invention is directed generally to a counterbalance or motion control valve as-sembly. The present invention is more partic-ularly directed to a counterbalance valve assem-bly for use in a hydraulic system of the type which includes a hydraulic actuating cylinder for raising and lowering loads.
Hydraulic systems for raising and lowering loads are well known in the art. Such systems gener-ally include a hydraulic actuating cylinder which is powered in both directions for raising and lowering a load. Systems of this general nature are usually incorporated into hoists or cranes.

When a load is to be raised, the actuating cylinder is powered through the receipt of hydraulic fluid into a first cylinder port for forcing the cylinder piston, and thus the load, in an upward direction in a conventional manner. For lowering the load, the cylinder is powered in the opposite direction by the receipt of hydraulic fluid through a second cylinder port for driving the cylinder piston, and thus the load, downwardly. Simultaneously, the hydraulic fluid within the cylinder used to raise the load is exhausted through the first cylinder port. Obviously, any load which is being lowered will aid the system hydraulic pump in driving the cylinder piston downwardly and forcing the hydraulic fluid from the first cylinder port. Unfortunately, . " . , . . . , , , . ~ , . . . ~ .

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in certain situations, the load may be suffi-ciently heavy to cause the cylinder piston to exhaust the hydraulic fluid at a flow rate which exceeds the system pump capacity for filling the cylinder, to thus cause a "runaway" condition to exist.

To prevent a runaway condition from occurring, hydraulic systems of the above-mentioned 10 variety have been provided with a counter-balance valve which is designed to restrict the flow rate of the exhausted fluid. Such coun-terbalance valves generally include a relief valve which is operative in response to the 15 fluid pressure within the cylinder second port supply line to meter the flow rate of the ex-hausted hydraulic fluid flowing from the cylin-der first port. A decrease in the pressure within the cylinder second port supply line 20 indicates that the load is driving the ex-hausted cylinder fluid out of the first port at a rate which is greater than the pump sup-ply rate. Hence, to avoid a runaway condition, the flow of hydraulic fluid from the cylinder 25 first port is checked by the relief valve.

While counterbalance valves incorporating re-lief valves have been generally successful in preventing a runaway condition, they have 30 exhibited some problems. The major short-co~ing of prior counterbalance valves has been that the relief valves are extremely sensitive to a decrease in the fluid pressure within the second cylinder port hydraulic 35 fluid supply line so as to cause abrupt .-: ~ ~ ;. . - . .
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checking of the hydraulic fluid being exhausted from the cylinder first port.
Such abrupt checking causes the load to drop in a series of abrupt steps rather than in a gradual and continuous manner. Obviously, such a condition is to be avoided to prevent damage to the system as a result of the great degree of inertia which results when a heavy load is abruptly stopped.
It is therefore a general object of the present invention to provide a new and improved counterbalance valve assembly for use in a hydrau-lic system of the type which raises and lowers a load.
Summary of the Invention The present invention therefore provides a counterbalance valve assembly for use in a hydraulic system adapted to raise and lower a load which includes a hydraulic cylinder having first and second ports wherein the cylinder first port receives hydraulic fluid to fill the cylinder and raise the load, and wherein the second cylinder port receives hydraulic fluid while the fluid within the cylinder is exhausted from the first port to lower the load, said counterbalance valve assembly providing gradually controlled fluid flow from the cylinder first port for gradual exhaustion of the fluid from the cylinder to provide gradual and continuous lowering of the load, said counterbalance valve comprising: a valve body including a first port adapted for fluid communication with the cylinder first port, a second port adapted for fluid communication with the cylinder second port, a third port, and a valve bore in fluid communication with said first, second, and third ports;
and a counterbalance valve disposed within said valve bore and comprising an outer barrel including a first chamber having a predetermined inner diameter dimension and a second chamber, an inner barrel disposed within said second chamber, said inner barrel being arranged for moving in a first and second linear direction and a circumferential flange separating said first and second chambers, said flange being of lesser dimension than said first chamber inner . ,. . - , . .
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- ` 1093425 -dimension forming an annular space therebetween, said inner barrel also including a piston surface in fluid communication with said second port, and piston means disposed within said inner barrel and arranged to move in said first and second linear directions, said piston means being movable in said second linear direction responsive to fluid flow into said third port for providing fluid communication to the cylinder first port for raising the load, said inner barrel being movable in said first linear direction responsive to fluid pressure against said piston surface for providing controlled fluid flow from the first cylinder port to exhaust the fluid from the cylinder for lowering the load and said annular space between said inner barrel flange and said outer barrel inner dimension forming a dashpot to provide dampened controlled movement of said inner barrel to provide gradual exhaustion of the fluid from the cylinder and continuous lowering of the load.
Brief Description of the Drawings ~ -The features of the present invention which are believed to be novel are set forth with particularity in the appended claims. The invention, together with the further objects and advantages thereof~ may best be under-stood by making reference to the following description taken in conjunction with the accompanying drawings, in the several figures of which like refer-ence numerals identify like elements, and in which:

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FIG. 1 is a schematic representation of a hy-draulic system incorporating a counterbalance valve assembly embodying the present invention wherein the load is shown in a lowered position 5 prior to the raising of the load;

FIG. 2 is a schematic representation of the hy-draulic system of FIG. 1 illustrating the load in a raised position prior to the lowering of 10 the load; and FIG. 3 is a cross sectional view of a counter-balance valve assembly embodying the present invention.
Description of the Preferred Embodiment Referring now to FIG. 1, the hydraulic system 10 thereshown for raising and lowering a load 20 12 generally includes a hydraulic cylinder 14, .
a counterbalance valve assembly 16 embodying the present invention, a fluid flow direction control valve 18, a hydraulic fluid pump 20, and a hydraulic fluid tank 22. The load 12 is 25 shown, for illustrative purposes, attached to one end of a pivot arm 24 which pivots about a point 26 contained on a stationary bracket 28.
As shown in FIG. 1, the load 12 is in its lowered position and i8 to be raised to an up- ;
30 ward position by pivotal movement of pivot arm 24 about pivot point 26 in the direction of arrow 30.

The cylinder 14 includes a piston 32 and a 35 piston rod 34 which extends from the piston 32 - .. . ~ ~ . . - . ~ .-', : : ' ,, ' ' :' "

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to the pivot a ~ 24 whereat it is pivotally con-nected at a pivot point 36. The hydraulic cylin-der 14 also includes a first cylinder port 38 and a second cylinder port 40.

The counterbalance valve assembly 16 includes a valve body 42. The valve body 42 has a first port 44 referred to as a cylinder port, a second port 46 referred to as a pilot port, and a third 10 port 48 referred to as a valve port. The valve body 42 also includes a valve bore 50 which is in fluid communication with the first, second and third ports 44, 46 and 48 respectively.
Contained within the valve bore 50 is a counter-15 balance valve 52 embodying the present inventionand which includes a relief valve for control-ling the rate of hydraulic fluid flow out of the first cylinder port 38 of the hydraulic cylinder 14 as the load is lowered. The counterbalance 20 valve assembly 16 will be described in detail subsequently with reference to FIG. 3.

The fluid flow direction control valve 18 is of a type well known in the art. It includes a 25 first pair of ports 60 and 62, and a second -pair of ports 64 and 66. The fluid flow direc-tion control valve 18 provides selective fluid connection between respective ones of the first pair of ports 60, 62 with respective ones of, 30 the second pair of ports 64, 66. The control valve 18 is therefore provided within the sys-tem for controlling the direction of fluid flow throughout the system in a manner which will become apparent subsequently.

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The pump 20 provides hydraulic fluid flow throughout the system. It is coupled between the direction control valve 18 and the hy- ..
draulic fluid tank 22 by lines 70 and 72. A
5 return line 74 connected between port 62 of valve 18 and the tank 22 returns hydraulic fluid to the tank.

The first port 44 of the counterbalance valve 10 assembly is fluidly connected to the first cylinder port 38 of cylinder 14 by a line 76.
The second port 46 is fluidly connected to the second cylinder port 40 by a branch line 78 and a line 80 which fluidly connects the 15 second cylinder port 40 with port 66 of valve 18. The third port 48 is fluidly connected to port 64 of valve 18 by a line 82.

When the load 12 is to be raised from its low-20 ered position asshow.n in FIG. 1, the hydraulic fluid flow direction control valve 18 provides fluid communication between its ports 60 and 64 and between its ports 62 and 66. Upon actuation of the pump 20, hydraulic fluid flows from tank 25 22, through the pump 20, through the valve 18 from port 60 to port 64, and then to the third port 48 of the counterbalance valve assembly through line 82. The hydraulic fluid then flows through the counterbalance valve assembly 30 from the third port 48 to the first port 44 and to the first cylinder port 38 through line 76.
As fluid is pumped into the first cylinder port 38, the cylinder piston 32 is caused to raise which in turn causes the pivot arm 24 to pivot 35 in the direction of arrow 30 for raising the load 12. As piston 32 rises, the hydraulic ,' ,. ~

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fluid within cylinder 14 previously used to lower the load is exhausted through the second cylinder port 40 and is returned to the hy-draulic fluid tank 22 through line 80, valve 18 5 and line 74.

FIG. 2 shows the system with the load 12 in its raised position. When the load 12 is to be lowered, the direction control valve 18 provides 10 fluid communication between its ports 60 and 66 and between its ports 64 and 62. When the pump 20 is actuated, hydraulic fluid flows from the tank 22, through pump 20, through the control valve 18 from port 60 to port 66, and to the 15 second cylinder port 40 through line 80. Hy- i~
draulic fluid also flows through the branch line 78 to the pilot port 46.

After the cylinder space above piston 32 is 20 filled with the hydraulic fluid, the piston `
32 will be caused to move downwardly. As pis-ton 32 moves downwardly, the pivot arm 24 will pivot in the direction of arrow 82 for lowering the load 12. Also, as piston 32 moves down-25 wardly, the fluid within cylinder 14 within the cylinder space below piston 32 which raised the load is exhausted from the cylinder through first cylinder port 38. The exhuasted hydraulic fluid flows from the first cylinder port 38 to 30 the first counterbalance valve assembly port 44 through line 76. The exhausted hydraulic fluid then flows through the counterbalance valve assembly from port 44 to the third port 48.
The exhausted hydraulic fluid then flows from 35 the third port 48 to port 64 of direction con-trol valve 18, through the direction control . .

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1093~25 , valve 18 from port 64 to port 62, and then back to the hydraulic fluid tank 22 through return line 74.

5 As the load 12 is lowered, the fluid pressure within line 80 is constantly monitored by the counterbalance valve 52 at the pilot port 46.
When the pressure within the branch line 78, and thus the pressure within the fluid supply 10 line 80 decreases, indicating the beginning of a runaway condition, the relief valve within the counterbalance valve 52 will gradually restrict the flow rate of the exhaust hydraulic fluid so that the exhausted fluid flow rate is gradually 15 decreased. As a result, the hydraulic fluid within cylinder 14 is exhausted through the first cylinder port 38 gradually and continu-ously to thereby provide gradual and continuous lowering of the load 12 and thus avoiding a run-20 away condition. As will be seen subsequentlywith reference to FIG. 3, the relief valve con-tained within the counterbalance valve 52 is provided with means for dampening to control operation to avoid abrupt restriction of the 25 exhausted fluid flow rate. Hence, the load 12 will be lowered in the previously referred to gradual and continuous manner without step-like motion.

30 Referring now to FIG. 3, it illustrates in de-tail a counterbalance valve assembly embodying the present invention. As previously men-tioned, the counterbalance valve assem~ly 16 includes a valve body 42 having a first port 35 44, a second or pilot port 46, a third port 48, and a valve bore 50. The valve bore 50 is in -.
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fluid communîcation with the first port 44, second port 46, and third port 48, and a valve bore 50 which contains the counterbalance valve 52.

5 The counterbalance valve 52 includes an outer barrel 90, an inner barrel 92, and a poppet 94, and biasing springs 96 and 98. The outer barrel 90 is sealed at various locations with respect to the valve bore 50 by a plurality of O-rings 10 100, 102 and 104. The outer barrel 90 includes a first plurality of apertures 106 which are in fluid communication with the first port 44 and -a second plurality of apertures 108 which are in fluid communication with the third port 48. -The inner barrel 92 is of lesser dimension than `
the inner dimension of the outer barrel 90 to from an annular channel 110 therebetween. The out barrel 90 includes an inner annular valve 20 seat 112 and the inner barrel 92 includes an outer annular relief valve surface 114 to form the relief valve of the counterbalance valve 52.
The valve seat 112 and relief valve surface 114 are arranged to engage within the annular chan-25 nel 110, The inner barrel 92 also includes an annularflange 116 which divides the interior of the outer barrel 90 into a first chamber 118 and a 30 second chamber 110 wherein the inner barrel 92 is disposed. The outer dimensions of the annular flange 116 is of slightly less dimen- , sion than the inner diameter dimension of the outer barrel 90 thus forming an annular space 35 122 therebetween. The annular space 122 com-municates with the annular channel 110 and the ,,,, , ,. ~ , l . .
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first chamber 118.

The inner barrel 92 is arranged to move in first and second linear directions within the outer 5 barrel 90~ The spring 96 biases the inner bar-rel in the second linear direction (towards the bottom of FIG. 3) to cause the valve seat 112 and relief valve surface 114 to engage within the annular channel 110. The inner barrel 92 is 10 caused to move in the first linear direction (towards the top of FIG. 3) responsive to fluid pressure received at the pilot port 46. To that end, the inner barrel 92 is provided with a threaded cap 123 having piston surface 124 15 against which the fluid pressure acts. When the pressure of the fluid received at pilot port 46 exceeds the pressure exerted on the inner bar-rel 92 by the spring 96, the inner barrel will be caused to move in the first linear direction.
20 Obviously, the fluid pressure required to move the inner barrel in the first linear direction may be referred to a predetermined pressure limit determined by the spring 96.

25 The inner barrel 92 also includes a central channel 126 which communicates with the annular channel 110 by first and second sets of aper-tures 128 and 130.

30 The poppet 94 is disposed within the inner barrel 92 and is also movable in the first and second linear directions. The poppet 94 is biased in the first linear direction by the spring 98. When poppet 94 is biased in the 35 first direction as shown, it blocks apertures , .

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the first plurality of apertures 106 to the central channel 126.

5 In operation, and referring again to FIGS. 1 and

2, when the load is raised, hydraulic fluid flows through the counterbalance valve assembly 16 from the third port 48 to the first port 44.
The hydraulic fluid flows between these two 10 ports in the following manner. When hydraulic fluid is received at port 48, it flows into the second plurality of apertures 108, through the portion of annular channel 110 above the relief valve formed by the valve seat 112 and the re-15 lief valve surface 114, through apertures 128and into the central channel 126. When the fluid pressure within central channel 126 is sufficient to overcome the pressure exerted on poppet 94 by spring 98, poppet 94 will be 20 caused to move in the second linear direction to unblock apertures 130 and to permit the hydraulic fluid flow through apertures 130, ~-through the portion of the annular channel 110 below the relief valve, through apertures 106 25 and out the first port 44. As previously des-cribed, the hydraulic fluid flowing from port 44 is transferred to the first cylinder port 38 for raising the cylinder piston 32 and thus the load.
For lowering the load, and as previously des-cribed, hydraulic fluid is introduced into the cylinder 14 through the second cylinder port 40. After the space within the cylinder above 35 the piston 32 is filled, the hydraulic fluid within cylinder 14 which raised the load is .. . .. . .
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--` 1093425 I ~ /3 simultaneously exhausted out of the first cylinder port 38. The exhausted fluid flows through the counterbalance valve assembly from the first port 44 to the third port 48. As the hydraulic fluid 5 flows between ports 44 and 48, its rate of flow is controlled by the relief valve 52 responsive to the fluid pressure received at pilot port 46.

10 As the hydraulic fluid flows into port 44, it flows through apertures 106 into the portion of annular channel 110 below the relief valve formed by the valve seat 112 and the relief valve sur-face 114. The pressure of the hydraulic fluid 15 within the lower portion of annular channel 110 exerted against the relief valve surface 114 to-gether with the pressure of the hydraulic fluid at pilot port 46 acting against piston surface 124 will coact to cause the inner barrel 92 to 20 move in the first linear direction as the inner barrel moves in the first linear direction, the valve seat 112 and the relief valve surface 114 will separate to allow the hydraulic fluid to flow from the lower portion of annular channel 25 110 into the upper portion of the annu-lar chan- o nel. The hydraulic fluid will then flow through apertures 108 and out the third port 48.

As previously mentioned, when the fluid pressure 30 within line 80, and thus the fiuid pressure within the branch line 78 connected to pilot port 46, decreases indicating the beginning of a runaway condition, the flow rate of the ex-hausted hydraulic fluid must be restricted to 35 avoid the runaway condition. In order to . i . -, , . j . .,, , -. ; - , - .

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provide the required gradual restriction of the exhausted fluid flow to afford gradual and con-tinuous lowering of the load, the counterbalance valve assembly of the present invention includes 5 means for gradually restricting the flow of the exhausted fluid responsive to the detection of the beginning of a runaway condition. To that end, the annular space 122 permits hydraulic fluid to flow from the annular channel 110 into 10 the first chamber 118 of the outer barrel 90 to serve as a dashpot means for dampening the movement of the inner barrel. Also, the re-lief valve surface 114 is provided with a rela-tively long tapered configuration having a small 15 included angle to require substantial movement of the inner barrel for closing the relief valve and restricting the flow of the exhausted hy-draulic fluid. As a result, with the dashpot means formed by the annular space 122 and the 20 first chamber 118 providing dampened and gradual movement of the inner barrel and with the sub- .
stantially long tapered configuration of the relief valve surface 114 requiring substantial movement of the inner barrel 92 for closing 25 the relief valve, the dashpot means and tapered relief valve surface configuration are opera-tive individually and collectively to provide gradual variations in the exhausted hydraulic fluid flow rate. As a result, the exhausted 30 hydraulic fluid will flow from the hydraulic cylinder 14 back to the hydraulic fluid tank 22 in a gradual and continuous manner to the ultimate end that the load 12 will be lowered in a corresponding gradual and continuous 35 manner.

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~. , , , ' The described counterbalance valve assembly provides a gradual restriction of the exhausted fluid flow from the cylinder as the load is lowered so that the load is lowered in a continuous and gradual manner. With the provision of the dashpot means and the long tapered relief valve surface configuration of the relief, the counterbalance valve is precluded from causing abrupt variations in the rate of exhausted fluid flow to thereby preclude step-like lowering of the load. As a consequence, the counter-balance valve assembly provides a distinct advantage over prior art counter-balance assemblies in that it prevents damage to the hydraulic system and/or to the load which otherwise might occur due to the inertia formed as a result of step-like lowering of a heavy load.
While a particular embodiment of the present invention has been shown and described, modifications may be made, and it is therefore intended in the appended claims to cover all such changes and modifications which fall within the true spirit and scope of the invention.

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Claims

The embodiments of the invention in which an exclu-sive property or privilege is claimed are defined as follows:

1. A counterbalance valve assembly for use in a hydraulic system adapted to raise and lower a load which includes a hydraulic cylinder having first and second ports wherein the cylinder first port receives hydraulic fluid to fill the cylinder and raise the load, and wherein the second cylinder pcrt receives hydraulic fluid while the fluid within the cylinder is exhausted from the first port to lower the load, said counterbalance valve assembly providing gradually controlled fluid flow from the cylinder first port for gradual exhaustion of the fluid from the cylinder to provide gradual and continuous lowering of the load, said counter-balance valve comprising: a valve body including a first port adapted for fluid communication with the cylinder first port, a second port adapted for fluid communication with the cylinder second port, a third port, and a valve bore in fluid com-munication with said first, second, and third ports;
and a counterbalance valve disposed within said valve bore and comprising an outer barrel including a first chamber having a predetermined inner diameter dimension and a second chamber, an inner barrel disposed within said second chamber, said inner barrel being arranged for moving in a first and second linear direction and a circumferential flange separating said first and second chambers, said flange being of lesser dimension than said first chamber inner dimension forming an annular space therebetween, said inner barrel also including a piston surface in fluid communication with said second port, and piston means disposed within said inner barrel and arranged to move in said first and second linear directions, said piston means being movable in said second linear direction re-sponsive to fluid flow into said third port for providing fluid communication to the cylinder first port for raising the load, said inner barrel being movable in said first linear direction responsive to fluid pressure against said piston surface for providing controlled fluid flow from the first cylinder port to exhaust the fluid from the cylin-der for lowering the load and said annular space between said inner barrel flange and said outer barrel inner dimension forming a dashpot to pro-vide dampened controlled movement of said inner barrel to provide gradual exhaustion of the fluid from the cylinder and continuous lowering of the load.

2. A valve assembly as defined in claim 1 wherein said annular space provides fluid communication be-tween said first and second chambers to allow fluid flowing into said first port to fill said first chamber for providing said dampened controlled movement of said inner barrel.

3. A valve assembly as defined in claim 2 wherein said inner and outer barrels form an annular channel for conducting the exhausted hydraulic fluid, and wherein said annular channel is also in fluid com-munication with said annular space.

4. A valve assembly as defined in claim 3 further including a relief valve within said annular channel including a relief valve surface carried by said inner barrel, and a valve seat carried by said outer barrel arranged to engage said relief valve sur-face, and wherein said relief valve surface and said valve seat separate responsive to movement of said inner barrel in said first direction to pro-vide flow of the exhausted fluid through said channel.

5. A valve assembly as defined in claim 4 wherein said relief valve surface comprises a relatively long tapering conical surface having a small in-cluded angle for further promoting smooth exhaus-tion of the fluid.

6. A valve assembly as defined in claim 4 wherein said inner barrel moves in said first direction responsive to fluid pressure against said piston surface received through said second port.

7. A valve assembly as defined in claim 6 further including a spring biasing said inner barrel in said second direction to cause said relief valve surface to engage said valve seat when the fluid pressure received by said piston surface is below a predetermined pressure limit.